Insights

Scale and reach Blue3 Investimentos operates with a broad geographic footprint across multiple Brazilian states and international presence in Miami, suggesting strong cross-regional and cross-border sales opportunities for financial services, technology platforms, and advisory products.

Robust AAI ecosystem With a comprehensive support structure for Autonomous Investment Agents and a group ecosystem, Blue3 is likely receptive to partnerships that enhance client onboarding, compliance tooling, CRM integrations, and back-office automation.

Diversified group capabilities The portfolio of Blue3 companies spans research, asset management, wealth protection, family office, education, and content portals, presenting multiple entry points for selling integrated tech, data services, analytical tools, and premium educational programs.

Strong capital and growth signals Recent headcount expansion and a scale-up trajectory in advisory talent indicate an appetite for tools that improve recruiting, onboarding, performance analytics, and learning platforms to sustain rapid growth.

Recognition and credibility Being recognized as a Great Place to Work and a top investment advisory office enhances trust and opens doors for enterprise partnerships, enterprise-grade security solutions, and co-branded, high-trust product offerings.

Similar companies to Blue3 Investimentos

Blue3 Investimentos Tech Stack

Blue3 Investimentos uses 8 technology products and services including LinkedIn Recruiter, Tableau, PostgreSQL, and more. Explore Blue3 Investimentos's tech stack below.

Blue3 Investimentos's Email Address Formats

Blue3 Investimentos uses at least 3 email formats:
Blue3 Investimentos Email FormatsExamplePercentage
First@bluetradeinvest.com.brJohn@bluetradeinvest.com.br
68%
First.Last@bluetradeinvest.com.brJohn.Doe@bluetradeinvest.com.br
27%
Last@bluetradeinvest.com.brDoe@bluetradeinvest.com.br
5%

Frequently Asked Questions

What is Blue3 Investimentos's official website and social media links?

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Blue3 Investimentos's official website is blue3investimentos.com.br and has social profiles on LinkedIn.

How much revenue does Blue3 Investimentos generate?

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As of August 2026, Blue3 Investimentos's annual revenue is estimated to be $10M - $25M.

What is Blue3 Investimentos's NAICS code?

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Blue3 Investimentos's NAICS code is 52 - Finance and Insurance.

How many employees does Blue3 Investimentos have currently?

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As of August 2026, Blue3 Investimentos has approximately 648 employees across 3 continents, including South America, Europe and North America. Key team members include Chief Executive Officer: W. V., Chief Economist: R. S. P. C. I. F. and Head Of Data Engineering: J. R. Explore Blue3 Investimentos's employee directory with LeadIQ.

What industry does Blue3 Investimentos belong to?

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Blue3 Investimentos operates in the Financial Services industry.

What technology does Blue3 Investimentos use?

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Blue3 Investimentos's tech stack includes LinkedIn Recruiter, Tableau, PostgreSQL, Zendesk, Microsoft 365, Zapier, WhatsApp Business and HubSpot.

What is Blue3 Investimentos's email format?

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Blue3 Investimentos's email format typically follows the pattern of First@bluetradeinvest.com.br. Find more Blue3 Investimentos email formats with LeadIQ.

When was Blue3 Investimentos founded?

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Blue3 Investimentos was founded in 2009.
Blue3 Investimentos logo

Blue3 Investimentos

Financial ServicesSão Paulo, Brazil501-1000 Employees

Blue3 Investimentos is a Brazilian financial services group founded in 2009 in Franca, in the interior of São Paulo, by Wagner Vieira and Leone Cabral. The company is headquartered in Ribeirão Preto, São Paulo, and maintains a broad network of offices across major Brazilian markets, with a presence in Miami. It oversees custody of about R$45 billion and serves more than 45,000 active clients, supported by a substantial professional team. The Blue3 Group comprises several specialized entities focused on research, asset management, tax advisory for investors, family office services, and education, together with platforms for content and capital structuring. It offers an integrated ecosystem designed to accompany investors through the full journey, including support for autonomous investment agents. The organization has earned a Great Place to Work certification and was named the best investment advisory office in Brazil in 2021 by XP Brazil Advisor Awards.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
501-1000

Section iconFunding & Financials

  • $10M - $25M

    Blue3 Investimentos's revenue is estimated to be in the range of $10M - $25M

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